Event List
The Event List shows the events that are accessible from your account. Note: excludes templates.
The list excludes events marked as templates. You can access those from the Templates page.
You can view the Event List as a List or in a Calendar. Your preference persists when you return to the page.
If your account has any sub-accounts, you see the events listed by sub-account. Note: Multiple levels of sub-accounts?
If you have multiple levels of sub-accounts, only those in the next level down are shown. Navigate down to a sub-account to see events in its sub-accounts.
To work on an event, click that row in the list to go to the Event Dashboard for that event. Note: Event in a sub-account?
If that event is in a sub-account, then you would be working in that sub-account. If you then returned to the Event List, the Event List would list only the events in that sub-account (and any sub-accounts below it).
Add a New Event
Add a New Event opens a New Event modal window where you choose one of these two options.- Go to Template Browser.
Go to the Event Templates page, where you create an event based on a template event.
- Don't Use a Template - Start From Scratch.
Go to the Add Event page, where you enter all the initial details.
Export List
Export List exports the list to an Excel or CSV file. Note: The exported list recognizes any filters you have applied.Recent Items
Recent Items lists shortcuts to the items you have accessed most recently.Recent Items includes individual events, registrations, forms, etc.
Filters
You can limit the list of events displayed using various filters. Your choices are remembered when you return to the Event List.
Click the Magnifying Glass button to apply filters you have changed.
Status
Use the Status filter. Select All or one more individual statuses. Statuses include Testing, Live, Cancelled, etc.
Start/End Periods (unlabeled)
Use the Start/End Periods (unlabeled) filter. Select one or more of the options.
- All Events
- Ongoing Events
- Upcoming Events
- Starts in next __ Days (30, 60, 90, 180, 365)
- Ended in last __ Days (30, 60, 90)
More
Use More to select further filters.
- Event Owner
- Time Zone
- Tags
- Custom Event Fields
- Standard Event fields
Search
Use the search field with the prompt text "Name, Code, Location or External ID". You can enter any word(s) or part of a word. The search restricts the list to events with that string of characters in its Event Title, Event Code, External Event ID, or Event Location (City, State or Country).
Example: Searching for "Conference" or even "onf" would return events such as "Sales Conference 2020".
Note: The filters are all applied.Technically, think of them as logical 'AND' clauses.
For example, if the Status filter is Testing then searching on "Conference" would not return a "Sales Conference" event that was Live.
Event List
Default Columns
Events are listed with a few default columns. Default columns include Event Title and Start Date.
More columns
Click the vertical ellipsis in a column heading to list the data fields you can select as extra columns. Clear a selected column to exclude it.
Extra columns include:
- Capacity
- Registered
- Status
- Availability
- External Event Id
- Date Created
- Date Modified
- Event Notes
- Event Owner
- Event Timezone
- End Date
Sorting
Click a column heading to sort by the values in the column.
Copying events
Click in the last column to copy the event. This takes you to the first page of the Copy Event Wizard. In the Copy Event Wizard, you can search for previous events to copy and even choose to copy down into a child account.
Preview form
Click in the first column to preview an event's primary form. Previewing the event primary form probably confirms the event you are looking for.
Columns
Event Title
Event Title is the name given to the event in Event Setup.Start Date
Start Date is the date the physical event will begin on site.Start Date is configured in Plan > Event Setup > Details.
Location
Location is where the event will be held.Location is configured in Event Setup > Location.
Event Code
Event Code is the unique code given to the event in Event Setup.Complete
Complete is the number of attendees who have registered and have progressed completely through the registration form.Complete includes progression all the way to the confirmation page.
More information about Registrations is available on the Event Dashboard shown when you click an event's name.
Other Event Lists (FYI)
Users of two particular User Types do not see this event list. Instead, these user types see more limited versions tailored precisely to their roles.
A Reviewer
A Reviewer sees an event list of the events to which they have been assigned as a reviewer. A Reviewer reviews registrations when the Qualification and Approvals module is in use.
A Reports Only user
A Reports Only user sees an event list with the reports available to their assigned role in each event.